1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FINLEY WEALTH ADVISORS

Map pinESTERO, FL
Phone239-267-7500
NotebookSEC #801-131760
Total AUM
$119.5M
Employees
3
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10600 CHEVROLET WAY
SUITE 101
ESTERO
FL 33928
United States
Operating Hours
N/A
BY APPOINTMENT
Phone
239-267-7500

ReceiptFinancials

Total AUM
$119.5M
Accounts
72
Discretionary
$119.5M
Accounts
72
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
24
AUM
$11.2M
HNW Individual Clients
48
AUM
$108.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account